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Portfolio (Quarterly) Guide ↗

Prairiewood Capital, LLC

· CIK 0001839695
13F Portfolio $386M AUM 81 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 35 Added 15 Reduced 3 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCYB SCHWAB STRATEGIC TR 66,521.0 $1.7M 0.45% +8K +13.0% $26.18 -0.3%
22 PFF ISHARES TR 34,975.0 $1.1M 0.28% +3K +8.6% $30.49 +0.5%
23 VGT VANGUARD WORLD FD 8,272.0 $989K 0.26% +7K +637.9% $119.52 +2.0%
24 SHM SPDR SERIES TRUST 19,630.0 $942K 0.24% +1K +6.4% $47.97 -0.4%
25 AAPL APPLE INC Technology 3,189.0 $923K 0.24% +21.0 +0.7% $289.37 +8.7%
26 AGG ISHARES TR 8,720.0 $863K 0.22% +517.0 +6.3% $98.98 -1.2%
27 VOOG VANGUARD ADMIRAL FDS INC 10,200.0 $843K 0.22% +8K +500.0% $82.62 +2.4%
28 TSLA TESLA INC Consumer Cyclical 1,734.0 $729K 0.19% +26.0 +1.5% $420.60 -15.6%
29 VOO VANGUARD INDEX FDS 1,011.0 $694K 0.18% +351.0 +53.2% $686.81 +3.2%
30 VGSH VANGUARD SCOTTSDALE FDS 10,100.0 $588K 0.15% +230.0 +2.3% $58.20 -0.1%
31 WFC WELLS FARGO & CO Financial Services 4,698.0 $388K 0.10% +105.0 +2.3% $82.64 +2.8%
32 SCHB SCHWAB STRATEGIC TR 11,591.0 $336K 0.09% +392.0 +3.5% $28.96 +2.9%
33 IEMG ISHARES INC 4,051.0 $336K 0.09% +257.0 +6.8% $82.84 -0.5%
34 SMCI SUPER MICRO COMPUTER INC Technology 10,270.0 $301K 0.08% +68.0 +0.7% $29.33 +31.1%
35 MRK MERCK & CO INC Healthcare 2,023.0 $260K 0.07% +23.0 +1.1% $128.50 +16.4%
Page 2 of 2  ·  35 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 43.4%
Financial Services 30.2%
Technology 9.4%
Consumer Defensive 6.9%
Industrials 3.8%
Healthcare 3.6%
Consumer Cyclical 2.4%
Basic Materials 0.2%
Energy 0.0%